SBV Driving Operational Visibility & Accountability with monday.com
Discover how SBV transformed its operations, saving over 3,800 hours in just six months with the power of monday.com.
Background & Challenges
LIMITED VISIBILITY & MANUAL PROCESSES
Key Challenges Included:
- Work managed via emails and static task lists
- No visibility into process stages or bottlenecks
- Difficulty measuring workload and reporting progress
Key areas now managed in monday.com
Accounts payable
Payment workflows, tracking, balance sheet recons
Payroll
Input tracking, returns, third-party payments, manual consolidations
Training & rosters
Upskilling records, payslip printing, manual payment schedules
Compliance
Statutory submissions, system access reviews, company-wide balance sheet reviews
The solution
MONDAY.COM FOR FINANCE WORK MANAGEMENT
Working with The CRM Team, SBV’s Finance division fully digitized its core processes using monday.com.
Key Shifts Included:
- Migration of to-do lists, task tracking, and interdepartmental interactions into centralized Boards
- Establishing real-time visibility into every stage of work
- Creating dashboards and workflows across AP, Payroll, and Compliance functions
Finance teams now have full ownership and visibility across all activities—from payment processing and payroll inputs to reconciliations and compliance submissions.
Impact & measurable improvements
Productivity
Teams work more efficiently with clear handoffs and load balancing
Accountability
Enhanced due to real-time task ownership and audit trails
Bottlenecks resolved
Visibility allows work reallocation before delays escalate
Reporting
Faster, data-driven insights without reliance on static spreadsheets
“We now prevent bottlenecks before they occur and reassign tasks with clarity.
Accountability has drastically improved thanks to monday.com’s visibility.”
Advice to enterprises with internal controls
- Dedicate time for team onboarding and tool exploration
- Appoint internal champions to drive board design and governance
- Use training and coaching to embed adoption in day-to-day use
“monday.com isn’t just a tool—it’s a way to bring structure, collaboration
and control into finance operations.”
Conclusion
By adopting monday.com through The CRM Team, SBV’s Finance department has successfully transitioned from manual, email based workflows to a fully digitized, transparent, and accountable system. The shift has led to measurable improvements in productivity, reporting efficiency, and process visibility across key financial functions such as payroll, accounts payable, and compliance reporting. With better workload management, improved team collaboration, and real-time data insights, SBV Finance is now empowered to operate with greater agility and precision. This transformation stands as a clear example of how enterprise finance teams can embrace digital tools to enhance operational excellence and governance.
Streamline Your Operations Today
Discover how you can optimize your business processes and enhance team productivity. Schedule a free consultation with The CRM Team and take the first step towards operational excellence.